See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,383 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,232 | $98,982-50.3% | $162,163-69.6% | $65,185-24.5% |
| Participation rate | 86.0% | 85.8%+0.2pp | 87.6%-1.5pp | 70.2%+15.8pp |
| Annual return | 25.32% | 24.84%+0.5pp | 115.59%-90.3pp | 29.38%-4.1pp |
| Employer contribution / active EE | $507 | $3,467-85.4% | $5,614-91.0% | $2,177-76.7% |
| Participant deferral / active EE | $3,534 | $5,384-34.4% | $7,298-51.6% | $3,514+0.6% |
| Admin fee / account holder | $55 | $596-90.9% | $10,843-99.5% | $847-93.6% |